Institutional Ownership Eversource Energy (ES)
This table provides information about the institutional ownership of Eversource Energy (ES). We have compiled data on the 1,041 institutions that hold shares in the stock, with a total of 308 Million shares, which have been reported (via 13F filing form) to have a value of $20.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
12
shares
|
$789
0.0% of portfolio
|
Q1 2025
Reduced 36.84%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
12
shares
|
$789
0.0% of portfolio
|
Q2 2025
Added 71.43%
|
|
|
Nvwm, LLC
|
Aug 06, 2025 Q2 2025 |
10
shares
|
$658
0.0% of portfolio
|
Q2 2025
Reduced 28.57%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
10
shares
|
$658
0.0% of portfolio
|
Q2 2025
Added 42.86%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
9
shares
|
$592
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
9
shares
|
$592
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
8
shares
|
$526
0.0% of portfolio
|
Q2 2023
Reduced 92.79%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
8
shares
|
$526
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
7
shares
|
$460
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 07, 2025 Q2 2025 |
6
shares
|
$394
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
6
shares
|
$394
0.0% of portfolio
|
Q2 2025
Reduced 91.04%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
5
shares
|
$329
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
5
shares
|
$329
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
4
shares
|
$263
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
3
shares
|
$197
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
3
shares
|
$197
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
2
shares
|
$131
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
2
shares
|
$131
0.0% of portfolio
|
Q1 2024
Reduced 33.33%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
2
shares
|
$131
0.0% of portfolio
|
Q1 2025
Reduced 95.12%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
1
shares
|
$65
0.0% of portfolio
|
Q2 2024
Reduced 87.5%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
New holding
|